1.Find received purchase orders
Integrate ServiceTitan, purchase order systems, and data mapping to pull received POs and map PO reference, business unit, and totals.
Send purchase order received email to project manager
Automatically monitor received purchase orders across ServiceTitan and Microsoft Outlook. Send project manager emails when project-linked POs arrive, business unit allowlist passes, or PO details links are createdβso you can confirm vendor amounts, trigger same-day review, and avoid manual triage without manual reporting.
How this automation accelerates PO review
When received purchase orders are found, delays can cost same-day action. This automation looks up project owners and sends PO emails with review linksβso your team can act fast.
ServiceTitanor swap with your favorite app
2.Continue only for project linked POs
Integrate Filter by Zapier and workflow conditions to ensure each PO includes a project reference so owners can be identified.
Filter by Zapieror swap with your favorite app
3.Apply business-unit allowlist check
Integrate Code by Zapier and business rules to send BusinessUnit id and continue only for allowed or pending status.
Code by Zapieror swap with your favorite app
4.Lookup project, manager, and vendor
Integrate ServiceTitan and employee lookup to retrieve manager name, primary email, project name, and vendor name.
5.Send PO received email to manager
Integrate Microsoft Outlook, email templates, and CTA links to send project and PO details to the manager's primary email.
Microsoft Outlookor swap with your favorite app
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Explore all purchase order management automations
Accelerate purchase order processing with automated request capture, approval routing, and record updates
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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